Harvard Corporate Governance

AUGUST 30, 2023

Posted by Martin Lipton, Wachtell Lipton Rosen & Katz, on Wednesday, August 30, 2023 Editor's Note: Martin Lipton is a founding partner of Wachtell, Lipton, Rosen & Katz, specializing in mergers and acquisitions and matters affecting corporate policy and strategy. This post is based on a Wachtell Lipton memorandum by Mr. Lipton and Carmen X.

Equity 230

Equity 230

Mckinsey and Company

AUGUST 31, 2023

It may not be surprising that innovative organizations are ahead on generative AI, but the degree to which they’re succeeding at deploying it might be. Five practices help them stay ahead of the pack.

Corporate Finance 143

Corporate Finance Finance 143

NYT M&A

AUGUST 31, 2023

Lavoie, which makes high-end scooters based on McLaren’s Formula 1 technology, acquired the trendy e-bike brand that had gained a zealous following.

Technology 135

Technology Mergers & Acquisitions 135

Redpath

AUGUST 31, 2023

Improperly tracked construction change orders can delay your accounts receivable, job schedule, and more. Read on to get your team ready for scope changes.

93

93

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability

Harvard Corporate Governance

AUGUST 9, 2023

Posted by Cydney S. Posner, Cooley LLP, on Wednesday, August 9, 2023 Editor's Note: Cydney S. Posner is Special Counsel at Cooley LLP. This post is based on her Cooley memorandum. At an open meeting on Wednesday last week, the SEC voted, three to two, to adopt final rules on cybersecurity disclosure. In his statement at the open meeting, Commissioner Jaime Lizárraga shared the stunning statistics that, last year, 83% of companies experienced more than one data breach, with an average cost of

Marketability 246

Marketability Technology 246

BVR

AUGUST 14, 2023

The Economic Outlook Update provides monthly and quarterly digests designed to give you the most defensible economic data available at your fingertips when you need it. This excerpt comes from the Q4 2019 issue.

130

130

Mckinsey and Company

AUGUST 31, 2023

Organizations that follow a progression of steps to achieve excellence in digital delivery may see improvements in effectiveness, productivity, and performance, as well as significant increases in speed.

138

138

IVSC

AUGUST 7, 2023

The IVSC Annual General Meeting (AGM) offers a unique opportunity for valuation professionals to interact with global leaders and stakeholders. This year, we’re heading to Paris, following our successful 2022 assembly in Florida. We extend our thanks to the Conseil National de l’Ordre des Experts-Comptables (CNOEC) and Compagnie Nationale des Commissaires aux Comptes (CNCC) for hosting this year’s AGM, as well as Taqeem and HypZert for their sponsorship of the AGM.

Intangible Assets 130

Intangible Assets Marketability 130

NYT M&A

AUGUST 31, 2023

The huge gain stems from the bank’s acquisition of its rival Credit Suisse this spring for about $3.2 billion, a steep discount that is skewing its quarterly results.

Mergers & Acquisitions 117

Mergers & Acquisitions Banking 117

Harvard Corporate Governance

AUGUST 23, 2023

Posted by Roni Michaely (The University of Hong Kong), Silvina Rubio (University of Bristol Business School), and Irene Yi (University of Toronto), on Wednesday, August 23, 2023 Editor's Note: Roni Michaely is a Professor of Finance and Entrepreneurship at The University of Hong Kong, Silvina Rubio is an Assistant Professor of Finance at the University of Bristol, and Irene Yi is an Assistant Professor of Finance at the University of Toronto.

Finance 243

Finance 243

Speaker: Wayne Spivak - President and Chief Financial Officer of SBA * Consulting LTD, Industry Writer, and Public Speaker

The old adages that "cash is king" and "you can’t spend profits" still hold true today. But however well-known these sayings might be, it requires a change in mindset to properly implement a cash flow management system that predicts your business's runaway as accurately as possible. Key to this new mindset is understanding the difference between the Statement of Cash Flows, a historical look at the source and uses of cash, and the Cash Flow Statement, which uses transaction history and forward-l

Corporate Finance

Startup Valuation Blog

AUGUST 15, 2023

To delve even deeper into the intricacies of phantom stock, its valuation methodologies, and the strategic implementation of this innovative compensation strategy, continue reading the comprehensive insights presented in this guide. The world of employee incentives and long-term growth awaits your exploration. Table of Contents Understanding Phantom Stock The Benefits for Employees The Advantages for Employers Phantom Stock Valuation: Key Considerations Company Performance Metrics Vesting Peri

Business Valuation 100

Business Valuation Marketability 100

Financial Times M&A

AUGUST 29, 2023

Activists who disrupted deal will put forward new board at September EGM

125

125

Mckinsey and Company

AUGUST 30, 2023

COP refers to the United Nations’ annual conference on climate change. Its 28th meeting (COP28) is scheduled to begin November 30, 2023, in Dubai, United Arab Emirates.

137

137

IVSC

AUGUST 7, 2023

The IVSC Annual General Meeting (AGM) offers a unique opportunity for valuation professionals to interact with global leaders and stakeholders. This year, we’re heading to Paris, following our successful 2022 assembly in Florida. We extend our thanks to the Conseil National de l’Ordre des Experts-Comptables (CNOEC) and Compagnie Nationale des Commissaires aux Comptes (CNCC) for hosting this year’s AGM, as well as Taqeem and HypZert for their sponsorship of the AGM.

Intangible Assets 100

Intangible Assets Marketability 100

Speaker: Joe Apfelbaum, CEO of Ajax Union

In this webinar, Joe Apfelbaum, CEO of Ajax Union and business strategist, will take you through the ABCs of intent data. You'll learn how to effectively use it to drive business results, with practical tips on how to leverage both company and contact intent data to maximize your marketing efforts. Whether you're a seasoned marketer or just getting started, this webinar is a must-attend for anyone looking to stay ahead in the ever-evolving world of digital marketing.

Marketability

NYT M&A

AUGUST 31, 2023

The Swiss bank’s sharply discounted takeover of Credit Suisse led to a paper gain that gave it the biggest quarterly profit by a bank in history.

Banking 111

Banking Mergers & Acquisitions 111

Harvard Corporate Governance

AUGUST 1, 2023

Posted by Mary Ann Deignan, Rich Thomas, and Kathryn Night, Lazard, on Tuesday, August 1, 2023 Editor's Note: Mary Ann Deignan is Head of Capital Markets Advisory, and Rich Thomas and Kathryn Night are Managing Directors in the Capital Markets Advisory group at Lazard. This post is based on a Lazard memorandum by Ms. Deignan, Mr. Thomas, Ms. Night, Leah Friedman and Pavan Surabhi.

Marketability 242

Marketability Total Shareholder Return Alpha Market Capitalization 242

Startup Valuation Blog

AUGUST 10, 2023

To delve deeper into the world of equity incentives and discover how they can revolutionize your startup's growth strategy, keep reading below As the founder of a startup, one of your key responsibilities is to attract and retain top talent that can drive your company's growth and success. Equity incentives, in the form of stock options, restricted stock units (RSUs), and other equity-based compensation plans, are powerful tools that can help you achieve this goal.

Equity 100

Equity Business Valuation Compliance Start-ups 100

Financial Times M&A

AUGUST 31, 2023

FDA sends letters to UK-listed group and two others after recalls for potential bacterial contamination

121

121

Mckinsey and Company

AUGUST 31, 2023

As players across the mobility ecosystem explore opportunities in automotive connectivity, dedicated business building is a powerful tool for capturing the full potential.

129

129

BVR

AUGUST 5, 2023

The 2023 Closed-End Fund Report—Fixed Income Securities, written by experts Bruce A. Johnson and James R. Park, provides valuation experts just like you with comprehensive data points featuring data on discount for lack of control in FLPs, municipal bonds, government bonds, and more! let's take a closer look at the bonds discussed in this report.

100

100

Global Finance

AUGUST 31, 2023

Global Finance Magazine - The purchase is in line with Banco Inbursa’s 2015 acquisition of the financial business of Banco Walmart de México.

Finance 98

Finance 98

Harvard Corporate Governance

AUGUST 7, 2023

Posted by Brian Tayan and David F. Larcker (Stanford University) , on Monday, August 7, 2023 Editor's Note: Brian Tayan is a researcher with the Corporate Governance Research Initiative and David F. Larcker is the James Irvin Miller Professor of Accounting, Emeritus, at Stanford Graduate School of Business. This post is based on their recent paper.

Equity 230

Equity Market Capitalization Technology Marketability 230

Startup Valuation Blog

AUGUST 10, 2023

To delve deeper into the world of equity incentives and discover how they can revolutionize your startup's growth strategy, keep reading below As the founder of a startup, one of your key responsibilities is to attract and retain top talent that can drive your company's growth and success. Equity incentives, in the form of stock options, restricted stock units (RSUs), and other equity-based compensation plans, are powerful tools that can help you achieve this goal.

Equity 100

Equity Business Valuation Compliance Start-ups 100

Financial Times M&A

AUGUST 29, 2023

Plus, Europe’s challenger banks face challenges of their own and investors pull back on alternative investments

Equity 116

Equity Banking 116

Mckinsey and Company

AUGUST 31, 2023

As surveyed CFOs concurrently manage defensive and growth-oriented considerations, they expect major changes in the months ahead and see two pivotal paths for strengthening their organizations.

Corporate Finance 111

Corporate Finance Finance 111

Redpath

AUGUST 29, 2023

SAINT PAUL, MINNESOTA (AUGUST 29, 2023) — Redpath and Company (Redpath), one of the nation’s top 120 accounting and advisory firms, has named Ryan Everhart, CPA, as managing partner effective October 1, 2023.

98

98

Global Finance

AUGUST 31, 2023

Global Finance Magazine - To attract and retain prospects, accounting firms are trying to entice prospective employees with additional benefits.

Accounting Firms 98

Accounting Firms Finance 98

Harvard Corporate Governance

AUGUST 9, 2023

Posted by Baozhong Yang (Georgia State University), on Wednesday, August 9, 2023 Editor's Note: Baozhong Yang is an Associate Professor of Finance at Georgia State University. This post is based on a recent article by Professor Yang, Manish Jha , Assistant Professor of Finance at Georgia State University; Jialin Qian, PhD Candidate at Georgia State University; and Michael Weber , Associate Professor of Finance at the University of Chicago.

Corporate Finance 214

Corporate Finance Finance Marketability 214

Valutico

AUGUST 30, 2023

Terminal Growth Rate – A Simple Explanation with Formula The Terminal Growth Rate is often used in valuation models and financial projections, but what is it and why is it important? Below we aim to provide a straightforward explanation of what the Terminal Growth Rate is and its significance in financial analysis. What is the Terminal Growth Rate?

Terminal Value 98

Terminal Value Dividends Weighted Average Cost of Capital Discounted Cash Flow 98

LaPorte

AUGUST 28, 2023

The Society of Louisiana CPAs has selected the award winners for the Women to Watch awards, and this year, both recipients are from LaPorte! Director… The post LaPorte Team Members Receive Both Women to Watch Awards from LCPA first appeared on LaPorte.

98

98

Mckinsey and Company

AUGUST 31, 2023

Keeping Europe’s automotive industry competitive requires not just a refined focus on existing strengths but also an acceleration of existing efforts.

100

100

Trout CPA

AUGUST 28, 2023

Trout CPA is proud to announce that we have achieved the esteemed recognition of being voted as the top choice by LNP readers in not just one, but two categories in the prestigious 2023 LNP Readers' Choice Awards. We have been honored as the #1 Accounting Firm and the #1 Business Advisory Services provider.

Accounting Firms 98

Accounting Firms 98

Global Finance

AUGUST 31, 2023

Melissa Frakman, CEO and founding partner of Emphasis Ventures, a global early-stage venture capital firm that focuses on India, speaks with Global Finance about digital infrastructure and fintech trends in what some economists believe will soon be the world’s third largest economy.

Finance 98

Finance 98

Harvard Corporate Governance

AUGUST 30, 2023

Posted by J.W. Verret (George Mason University) , on Wednesday, August 30, 2023 Editor's Note: J.W. Verret , CPA/CFF, is an Associate Professor at George Mason University School of Law, is a practicing forensic accountant at Veritas Financial Analytics , and is Counsel at Lawrence Law LLC. This post is based on his recent paper. The Supreme Court’s landmark Liu v.

Finance 207

Finance 207